Ad is loading...
CAAPX
Price
$44.61
Change
+$0.50 (+1.13%)
Updated
Nov 22 closing price
JVMTX
Price
$32.17
Change
+$0.31 (+0.97%)
Updated
Nov 22 closing price
Ad is loading...

CAAPX vs JVMTX

Header iconCAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTXBanner chart's image
Ariel Appreciation Investor
Price$44.61
Change+$0.50 (+1.13%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
CAAPX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CAAPX vs. JVMTX commentary
Nov 23, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a Buy and JVMTX is a Buy.

FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. CAAPX (1.04B). CAAPX (0.74) and JVMTX (0.73) have matching dividends . CAAPX was incepted earlier than JVMTX: CAAPX (35 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). CAAPX annual gain was more profitable for investors over the last year : 26.80 vs. JVMTX (23.11). JVMTX return over 5 years is better than : 48.93 vs. CAAPX (5.84).
CAAPXJVMTXCAAPX / JVMTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence35 years11 years-
Gain YTD13.97517.66679%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B24.2B4%
Annual Yield % from dividends0.740.73102%
Returns for 1 year26.8023.11116%
Returns for 3 years-5.0011.08-45%
Returns for 5 years5.8448.9312%
Returns for 10 years-11.1664.00-17%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TSHA2.470.29
+13.30%
Taysha Gene Therapies
VRNT24.430.59
+2.47%
Verint Systems
BATL3.510.01
+0.29%
Battalion Oil Corp
FN230.430.42
+0.18%
Fabrinet
RELI1.29-0.01
-0.77%
Reliance Global Group Inc.